Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW

How should my clients file for Social Security?

June 17, 2020 Alyson Dorosky By Alyson Dorosky

Our Social Security experts created a unique checklist for advisors to use with their clients to help maximize their Social Security benefits. Coupled with our LifeYield Social Security Advantage® report, this checklist will arm your clients with all of the necessary information they’ll need when they make their appointment with the Social Security Administration to file for benefits.

Social Security filing strategies are crucial to maximizing retirement income for clients. Learn more about the solution below.

Learn More

Alyson is a key member of both the Marketing and Advisor Success Teams at LifeYield. She's been supporting advisors using Social Security Advantage for 3+ years, which makes her an important Social Security author to watch. She writes monthly about Social Security secrets, niche cases and lessons learned supporting clients in the digital era.
SEI LifeYield /></a> <span style=info@lifeyield.com
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2024 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.  |  Privacy Policy  |  Terms of Use
Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.